Mobile Signing
Signers can review and sign invoices from smartphones or tablets, maintaining workflow momentum when staff are in the field or at offsite study locations.
A sector-specific template reduces billing errors, ensures grant and project allocation accuracy, and simplifies audits by capturing required clinical and research metadata alongside standard rental charges.
Coordinates patient and staff transport for multi-site studies, records mileage and time against study codes, and requires invoice records that map directly to study budgets and sponsor billing schedules.
Manages pool vehicle reservations, maintenance and insurance billing, and needs templates that consolidate rental charges, fuel, and maintenance costs for internal chargeback and compliance reporting.
Research finance, clinical study coordinators, and fleet managers use specialized car rental invoice templates to maintain consistent billing and audit readiness.
Standardized templates reduce reconciliation time and support compliance reviews while enabling clearer internal cost reporting.
Signers can review and sign invoices from smartphones or tablets, maintaining workflow momentum when staff are in the field or at offsite study locations.
Distribute identical invoices to multiple recipients or departments simultaneously, preserving individualized fields and reducing repetitive manual sending.
Fine-grained permissions let administrators restrict field editing, approve-only access, or full template management across teams.
Show or hide fields based on selections, such as displaying insurance details only when external rentals are used.
Support multiple charge types per invoice, with separate tax treatment, discounts, and allocations per line.
Integrates with encrypted cloud repositories and supports configurable retention for audit compliance.
Custom fields for grant numbers, principal investigator names, internal cost centers, and project codes allow precise allocation and make sponsor invoicing consistent across departments.
Built-in line-item calculations for rental duration, mileage rates, taxes, fuel surcharges, and insurance properly compute totals and reduce manual arithmetic errors in final invoices.
Prebuilt connectors to accounting and ERP systems, or CSV export options, allow invoice data to flow into finance workflows for reconciliation and reporting.
Immutable logs record edits, signer actions, and timestamps to support grant audits, compliance reviews, and internal controls.
| Setting Name | Configuration |
|---|---|
| Reminder Frequency | 48 hours |
| Approval Routing | Two-stage review |
| Default Currency | USD |
| Signature Type | Electronic |
| Retention Period | 7 years |
A multicenter clinical coordinator used a template that captured patient transport codes and investigator reimbursement details
Resulting in fewer audit queries and faster sponsor reimbursements.
A university core facility standardized invoices for fleet usage across labs
Leading to reduced manual reconciliation and clearer departmental budgeting.
| Criteria | signNow (Recommended) | DocuSign |
|---|---|---|
| HIPAA Support | ||
| API Access | REST API | REST API |
| Bulk Send | ||
| Mobile App | iOS, Android | iOS, Android |
Submit within 30 days of rental
Net 30 default
Retain seven years
Review for completeness
Purge after retention period
| Plan | signNow (Recommended) | DocuSign | Adobe Sign | HelloSign | PandaDoc |
|---|---|---|---|---|---|
| Monthly starting price | From $8/user/mo | From $10/user/mo | From $9.99/user/mo | From $15/user/mo | From $19/user/mo |
| eSignature API | Included | Included | Included | Included | Included |
| HIPAA support | Available | Available | Available | Available | Available |
| Bulk Send capability | Yes | Yes | Yes | Yes | Yes |
| Enterprise SSO | SAML available | SAML available | SAML available | SAML available | SAML available |